Real estate

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

Please read our most recent White Paper, written by our specialists

James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum

The following Strategy and Pathway, has been developed in line with the Better Buildings Partnership’s Net Zero Carbon Pathway Framework. It provides the overarching scope of our commitment to a net zero target of 2050 for our UK Real Estate portfolio, and will be supported by fund-level frameworks providing individual targets, commitments and pathways for each of our funds

Our UK Real Estate strategy to reach net zero by 2050 addresses a major source of risk for commercial property investors and aims to deliver better outcomes for all stakeholders

An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?